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Luxury & Affluent Consumer

Luxury sells scarcity and heritage rather than utility, which lets prices rise faster than costs. Demand concentrates in a narrow band of very wealthy customers and in a few travelling nationalities.

40 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
926
MFGM
Marshall Financial Group (Maryland)
Maryland
$2.04M +$1.02M 2 0.3% Increased
927
CX Institutional
CX Institutional
Indiana
$2.03M +$247K 5 0.06% Increased
928
S
Storgate
Texas
$2.02M +$1.11M 1 0.42% Increased
929
TW
ticino wealth
California
$2.02M +$252K 2 0.64% Increased
930
TCW Group
TCW Group
California
$2.02M -$60.1M 3 0.01% Reduced
931
FMI
Frec Markets Inc
California
$2.01M +$1.32M 6 0.18% Increased
932
Cary Street Partners
Cary Street Partners
Virginia
$2.01M +$427K 2 0.04% Increased
933
NG
Norden Group
Utah
$2.01M +$210K 2 0.16% Increased
934
Greenleaf Trust
Greenleaf Trust
Michigan
$2M -$55.1K 5 0.02% Reduced
935
Capital Group Private Client Services
Capital Group Private Client Services
California
$2M -$54.3K 1 0.03% Reduced
936
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$2M +$289K 5 0.02% Increased
937
KCM
Kendall Capital Management
Maryland
$1.99M -$30.1K 1 0.33% Reduced
938
VCM
Virtue Capital Management
Tennessee
$1.98M +$357K 1 0.27% Increased
939
BOK Financial
BOK Financial
Oklahoma
$1.98M +$485K 5 0.03% Increased
940
S
SimplyRich
California
$1.97M +$20.2K 1 0.46% Increased
941
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$1.95M -$2.19M 1 0.02% Reduced
942
SAM
Securian Asset Management
Minnesota
$1.95M -$79.9K 5 0.07% Reduced
943
HMS
Hanseatic Management Services
New Mexico
$1.93M +$107K 1 1.42% Increased
944
BSI
Bennett Selby Investments
Maine
$1.93M +$523K 1 0.62% Increased
945
CA
Callahan Advisors
Texas
$1.9M $0 1 0.14% Maintained
946
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$1.85M $0 2 0.04% Maintained
947
SGI
Summit Global Investments
Utah
$1.83M +$1.2M 2 0.1% Increased
948
Saba Capital Management
Saba Capital Management
New York
$1.82M $0 1 0.05% Maintained
949
CC
Cypress Capital
Tennessee
$1.82M -$68.6K 1 0.49% Reduced
950
3IP
3Chopt Investment Partners
Virginia
$1.81M -$31.1K 2 0.34% Reduced